RKL Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
14,428
+120
| +0.8% | +$21.9K | 0.23% | 57 |
|
|
2025
Q1 | $2.27M | Sell |
14,308
-3,230
| -18% | -$513K | 0.21% | 64 |
|
|
2024
Q4 | $2.11M | Buy |
+17,538
| New | +$2.11M | 0.19% | 67 |
|
|
2020
Q4 | – | Sell |
-3,084
| Closed | -$231K | – | 127 |
|
|
2020
Q3 | $231K | Buy |
+3,084
| New | +$231K | 0.04% | 112 |
|
|
2018
Q2 | – | Sell |
-2,543
| Closed | -$255K | – | 132 |
|
|
2018
Q1 | $255K | Sell |
2,543
-223
| -8% | -$22.4K | 0.06% | 124 |
|
|
2017
Q4 | $293K | Sell |
2,766
-155
| -5% | -$16.4K | 0.07% | 122 |
|
|
2017
Q3 | $326K | Buy |
2,921
+178
| +6% | +$19.9K | 0.09% | 119 |
|
|
2017
Q2 | $322K | Buy |
+2,743
| New | +$322K | 0.1% | 116 |
|
|
2016
Q3 | – | Sell |
-1,755
| Closed | -$179K | – | 76 |
|
|
2016
Q2 | $179K | Buy |
+1,755
| New | +$179K | 0.09% | 72 |
|
|
2015
Q1 | – | Sell |
-3,064
| Closed | -$250K | – | 55 |
|
|
2014
Q4 | $250K | Buy |
3,064
+1
| +0% | +$82 | 0.16% | 55 |
|
|
2014
Q3 | $255K | Buy |
3,063
+1
| +0% | +$83 | 0.18% | 57 |
|
|
2014
Q2 | $258K | Buy |
3,062
+200
| +7% | +$16.9K | 0.19% | 53 |
|
|
2014
Q1 | $234K | Buy |
+2,862
| New | +$234K | 0.18% | 57 |
|